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Developing Practical Excel Budget Spreadsheets
- Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
- Preserving key formulas using hide and protect features
- Learning how range names can minimize errors, save time in Excel, serve as navigation aids and store information in hidden locations
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
- Learning how the Table feature allows you to transform filtering tasks
- Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
- Comparing and contrasting IFNA, IFERROR and ISERROR functions and learning which versions of Excel support these worksheet functions
- Streamlining formula writing by using the Use in Formula command
- Using the SUMIF function to summarize data based on a single criterion
Overview of the webinar
Excel expert David Ringstrom will show you step-by-step how to create resilient and easy-to-use budget spreadsheets in this comprehensive webcast. He explains helpful techniques, including how to streamline formula writing, preserve key formulas, separate inputs from calculations and create both operating and cash flow budgets. He also covers a variety of Excel functions and features you can implement to easily update your budget spreadsheets.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010 or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
After attending the webcast, participants will be equipped to:
- Build budget spreadsheets that can be updated effortlessly
- Create budget spreadsheets that contain easy-to-follow supporting calculations
- Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
- Use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
- Calculate borrowings from, and repayments toward, a working capital line of credit
- Streamline formula writing
- Preserve key formulas in budget spreadsheets
- Improve the integrity of spreadsheets using Excel’s VLOOKUP function
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.